CIK 1748269
Sunesis Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
53
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 53
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 266K | $1M+ | SH |
| AGG | ISHARES TR | 183K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 22 | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 237K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 142K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 86K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 84K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| MBB | ISHARES TR | 42K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 50K | $1M+ | SH |
| BUSE | FIRST BUSEY CORP | 157K | $1M+ | SH |
| PSBD | PALMER SQUARE CAPITAL BDC IN | 299K | $1M+ | SH |
| IUSB | ISHARES TR | 72K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 50K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 43K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 28K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 18K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 17K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 25K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 11K | $1M+ | SH |
| HDV | ISHARES TR | 8K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 32K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| LLY | ELI LILLY & CO | 555 | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 6K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 926 | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 729 | $100K–$500K | SH |
| EWJ | ISHARES INC | 3K | $100K–$500K | SH |
| HEDJ | WISDOMTREE TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 8K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 451 | $100K–$500K | SH |